Thoughtful Wealth Management

Specialties

As an employee owned independent financial planning and wealth management firm, we take the time to understand what is important to you. We only offer objective financial life guidance based on those principles. We continually track and assist with those important aspects of your life to make sure what is important to you actually happens. We pay attention to the details along the way to make sure that little things don’t become big problems.​

History

Established in 2015.

After 20+ years in the financial service profession, Gary LoDuca started Thoughtful Wealth Management as an alternative. He found the financial service profession lacking in its commitment to support clients and to «do the right thing» for them. We provide the following to all our clients:

1) Objective financial life guidance

2) Making sure what is important to you happens

3) Preventing little things from becoming big problems

Meet the Business Owner

Gary L.

Business Owner

Founder & Chief Executive Thinker — Thoughtful Wealth Management

Prior to starting our firm, I was a Wealth Manager with USAA Wealth Management in Tampa.

I served as the primary wealth manager to a group of USAA’s high net worth members in Florida. I led a team of specialists and planners that provided individualized financial planning based solutions that included asset allocation optimization, retirement income strategies, wealth preservation and wealth transfer strategies.

Emily and I have 2 young boys named Finn and Barron.

We look forward to helping you and your family make the best decisions possible.